Registration number: OC378352

David Roberts & Partners Wealth Management LLP

Contents

Limited liability partnership information	1
Financial Statements	2 to 3
Balance Sheet	2
Notes to the Financial Statements	2

David Roberts & Partners Wealth Management LLP

Limited liability partnership information

Designated members

Gary Paul Taylor Mike Taylor

Registered office

Chancery House, Slaidburn Crescent Southport Merseyside PR9 9YF

Accountants

S.B.P. (Southport) Limited T/A SB Patel & Co Chartered Certified Accountants Tolsey House 1 Marshside Road Southport Merseyside PR9 9TL

David Roberts & Partners Wealth Management LLP

(Registration number: OC378352)
Balance Sheet as at 31 December 2024

	2024 £	2023 £
Fixed assets	130,465	4,540
Current assets	104,083	111,310
Creditors: Amounts falling due within one year	(87,616)	(106,720)
Net current assets	16,467	4,590
Total assets less current liabilities	146,932	9,130
Creditors: Amounts falling due after more than one year	(83,225)	-
Accruals and deferred income	(1,896)	(1,896)
Net assets attributable to members	61,811	7,234
Represented by:
Members' other interests	61,811	7,234
	61,811	7,234
Total members' interests
Equity	61,811	7,234
	61,811	7,234

1	General information

The place of registration of the limited liability partnership is England.

The address of the registered office is:
Chancery House,
Slaidburn Crescent
Southport
Merseyside
PR9 9YF

These financial statements were authorised for issue by the Board on 25 September 2025.

The limited liability partnership is incorporated in England under the Limited Liability Partnership Act 2000. The address of the registered office is given on the limited liability partnership information page.

Basis of preparation

These financial statements have been prepared under the historical cost convention and in accordance with Financial Reporting Standard 105 - 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

2	Particulars of employees

The average number of persons employed by the limited liability partnership during the year was 2 (2023 - 2).

David Roberts & Partners Wealth Management LLP

(Registration number: OC378352)
Balance Sheet as at 31 December 2024

These financial statements have been prepared in accordance with the provisions applicable to LLPs subject to the micro-entities regime and FRS 105 ‘The Financial Reporting Standard Applicable to the Micro-entities Regime.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime, as applied to limited liability partnerships. As permitted by section 444 (5A) of the Companies Act 2006, the members have not delivered to the registrar a copy of the Profit and Loss Account.

For the year ending 31 December 2024 the limited liability partnership was entitled to exemption from audit under section 477 of the Companies Act 2006, as applied to limited liability partnerships, relating to small entities.

The members acknowledge their responsibilities for complying with the requirements of the Companies Act 2006, as applied to limited liability partnerships by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008 with respect to accounting records and the preparation of accounts.

The financial statements of David Roberts & Partners Wealth Management LLP (registered number OC378352) were approved by the Board and authorised for issue on 25 September 2025. They were signed on behalf of the limited liability partnership by:

......................................... Gary Paul Taylor Designated member

......................................... Mike Taylor Designated member